Top Ranked

Salesforce Sales Cloud Experts

North American Team with
Flexible Delivery Model

CONTACT US TODAY!

“What I enjoy most about working with the team at CRM Forge is that they understand our business and feel like a part of the team. They discuss the scenario, best practices and various alternatives, all the while educating us on the platform.”

Emma C.

General Manager Marketing

What We Offer

Work with our certified Salesforce experts to get insights on industry best practices and strategic direction to deliver tailored and scalable solutions to help achieve your business goals.

By the Hour Salesforce CRM Support

Our certified SFDC admins can assist you in getting the most out of your CRM, including:

  • On-call support for unexpected issues
  • Expert services to improve and troubleshoot
  • On-demand consulting

Salesforce Training

We can create custom-tailored education plans for the internal training of:

  • Your power users
  • Your sales team
  • Your marketing team

Salesforce Strategic Support

We can help you develop a strategic framework for:

  • Your lead management
  • Optimizing your lead funnel
  • Optimizing your analytics or development of new reports
  • Understanding pipeline influence

Consultation and Best Practices

Our experts have experience in a variety of verticals and can customize your CRM based on your unique challenges and business goals. Our team seamlessly integrate with your operations team to:

  • Provide best practices and strategic advice to grow and maintain Salesforce

  • Perform administrative functions including user account maintenance, reporting, dashboard generation, workflow management, and routine task execution

  • Maintain proper documentation of processes, policies, and configurations made to the system for releases and upgrades

  • Identify Salesforce problems, develop fixes, ensure full quality assurance testing, and implement solutions for operational efficiency

  • Diagnose and resolve unexpected issues or results. Recommend solutions or alternative methods to meet requirements

Salesforce Development and Integrations

Regardless of your business type; our certified experts can help integrate your Salesforce instance with third-party tools and develop scalable processes to really push your strategy further, including, but not limited to:

  • Lightning components (Aura, LWC) – consultation, migration services, and configurations & improvements to LWC components
  • Apex
  • Visualforce
  • Data architecture and solution designing

Salesforce Enablement

Our certified Salesforce experts can assist you in getting the most out of your CRM, including:

  • On-call consulting services to improve and troubleshoot your instance
  • Custom-tailored education plans so your internal team is trained and ready to go

Salesforce AppExchange Development Services

Partner with our experts to develop applications and packages for Salesforce and make them publicly available to potential customers on the AppExchange.

Our consultants are equipped to convert your ideas to reality by:

  • Understanding your ideas and proposing frameworks to build sustainable apps that meet business objectives
  • Business logic and process automation
  • Data modeling and management
  • Coding the app using industry best practices
  • Testing, debugging and deployment
  • Ensuring the package adheres to Salesforce’s strict standards, quality, and security compliance
  • Completing licensing and submission process on your behalf
  • Publishing and maintaining the app

MuleSoft Integrations

Our consultants are experienced with MuleSoft, capable of creating APIs that can connect to any system, application, and data source!

CRM Forge Solutions is a one-stop shop for customer relationship management (CRM) needs, offering Salesforce Cloud support, training, and strategic support. We provide expert, certified CRM services, both executional and architectural design.

What Sets Us Apart

Flexible Billing

Choose between set scope, by-the-hour, or longer-term monthly retainer contracts—whichever suits you best!

Collaborative Approach

We’re here to support you in your goals, whatever they may be. From strategy to execution, we fit seamlessly into your flow.

No Middleman

Work directly with a dedicated team of certified experts. After all, your team knows you best.

End-to-End Support

Collaborate with our design team, web development team, or CRM team. We have you covered, whatever your needs are.

Deep Industry Expertise

Established in 2008, we have deep industry knowledge with clients across all verticals, from start-ups to enterprises, local and global.